About Us



During my long corporate stints – most people spent adequate time achieving their professional goals but achieving personal goals of financial wealth and well-being were being compromised. One key reason for this was the inadequate levels of financial literacy, lack of time, and lack of understanding about its importance. We decided to set up a personal financial solutions firm, with the objective of making people financially healthy and happy. Hence the name “Happy Niveshak”, which denotes –

A state of financial self-awareness and freedom

Becoming part of Happy Niveshak is about becoming financially literate, and then making conscious, long-term financial choices that take you toward financial well-being and freedom. As you would realise, achieving financial well-being in today’s real world is a necessary and critical step towards achieving overall well-being in your life